Keystone Wealth Services’s PIMCO Active Bond Exchange-Traded Fund BOND Stock Holding History

Keystone Wealth Services’s Portfolio BOND Stock Details BOND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$315K	Hold	3,412	–	–	0.06%	252
2026 Q1	$315K	Sell	3,412 -196	-5%	-$18.3K	0.07%	243
2025 Q4	$336K	Buy	3,608 +161	+5%	+$15.1K	0.07%	194
2025 Q3	$322K	Hold	3,447	–	–	0.07%	236
2025 Q2	$318K	Hold	3,447	–	–	0.08%	225
2025 Q1	$319K	Sell	3,447 -88	-2%	-$8.04K	0.09%	200
2024 Q4	$320K	Sell	3,535 -1,006	-22%	-$92.6K	0.08%	200
2024 Q3	$430K	Hold	4,541	–	–	0.12%	160
2024 Q2	$414K	Hold	4,541	–	–	0.13%	145
2024 Q1	$417K	Buy	4,541 +1,239	+38%	+$113K	0.14%	142
2023 Q4	$305K	Buy	3,302 +294	+10%	+$26.1K	0.1%	165
2023 Q3	$264K	Buy	3,008 +275	+10%	+$24.8K	0.1%	171
2023 Q2	$250K	Buy	+2,733	New	+$252K	0.09%	175

Other funds holding BOND

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Keystone Wealth Services's BOND Position: Q2 2026 in Review

Keystone Wealth Services held its PIMCO Active Bond Exchange-Traded Fund (BOND) position steady in Q2 2026 at 3,412 shares worth $315K. The position accounts for 0.06% of the portfolio, ranked #252.

Keystone Wealth Services first reported a position in BOND in Q2 2023 and has held it in 13 quarters since. The position peaked at $430K in Q3 2024. 540 funds tracked by Wall St. Rank hold BOND as of Q2 2026.

Keystone Wealth Services held 3,412 shares of PIMCO Active Bond Exchange-Traded Fund worth $315K as of Q2 2026.
Keystone Wealth Services left its PIMCO Active Bond Exchange-Traded Fund share count unchanged in Q2 2026.
PIMCO Active Bond Exchange-Traded Fund made up 0.06% of Keystone Wealth Services's portfolio in Q2 2026, its #252 holding.
Keystone Wealth Services first reported a position in PIMCO Active Bond Exchange-Traded Fund in Q2 2023 and has held it in 13 quarters since.
Keystone Wealth Services's PIMCO Active Bond Exchange-Traded Fund position peaked at $430K in Q3 2024.
540 funds tracked by Wall St. Rank held PIMCO Active Bond Exchange-Traded Fund as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.